Market Notes for 2/23-2/27

Market Notes for 2/23-2/27

Market Notes for 2/23-2/27

Economic Calendar for the week:

This week is less about a single headline number and more about whether soft-landing confidence can rebuild after mixed growth and inflation signals. Tuesday’s Consumer Confidence will test the consumer’s resilience amid cooler CPI but still-firm PCE, while Friday’s PPI could act as the tie-breaker for rate expectations and month-end positioning. The biggest catalyst, however, is NVIDIA earnings, which sit at the center of the AI capex narrative and could drive broader index direction and risk appetite.

Key Macro Catalysts

Tuesday –

10:00 ET- Consumer Confidence and Richmond Fed Manufacturing

Earnings - Home Depot (HD)

Wednesday –